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iShares Core S&P Mid-Cap ETF
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Overview Fund Activity

1,995 hedge funds and large institutions have $54.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 830 increasing their positions, 696 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+45
Holders Change %
+2.31%
% of All Funds
31.81%
Holding in Top 10
327
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
5.21%
New
146
Increased
830
Reduced
696
Closed
76
Calls
$27.7M
Puts
$8.76M
Net Calls
+$18.9M
Net Calls Change
-$8.72M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.47B
2
FCAS
First Command Advisory Services
Texas
+$494M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$330M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$303M
5
PFO
Pathstone Family Office
New Jersey
+$297M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$178M
2
MRC
Millburn Ridgefield Corp
New York
-$106M
3
CCA
Catalyst Capital Advisors
New York
-$106M
4
Wells Fargo
Wells Fargo
California
-$70.7M
5
Natixis Advisors
Natixis Advisors
Massachusetts
-$55.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1126
Lincoln Capital
Nebraska
$1.1M +$52.9K +1,060 +5%
SWM
1127
Stockman Wealth Management
Montana
$1.1M +$22.9K +460 +2%
TI
1128
Trexquant Investment
Connecticut
$1.09M +$387K +7,760 +55%
IPW
1129
Invictus Private Wealth
Colorado
$1.09M -$45.4K -910 -4%
SIA
1130
SeaBridge Investment Advisors
New Jersey
$1.09M +$299K +6,000 +38%
ICP
1131
Interchange Capital Partners
Pennsylvania
$1.09M +$328K +6,570 +43%
BLC
1132
Brown, Lisle/Cummings
Rhode Island
$1.09M -$19.7K -395 -2%
TCM
1133
Tufton Capital Management
Maryland
$1.08M -$3.24K -65 -0.3%
PVI
1134
Pine Valley Investments
New Jersey
$1.08M -$25K -500 -2%
DWP
1135
Daymark Wealth Partners
Ohio
$1.08M -$201K -4,025 -16%
BFA
1136
Buttonwood Financial Advisors
Maryland
$1.08M +$204K +4,100 +23%
IWP
1137
Invenio Wealth Partners
Florida
$1.08M +$8.73K +175 +0.8%
DI
1138
Disciplined Investments
Oklahoma
$1.07M +$3.99K +80 +0.4%
TFA
1139
Triad Financial Advisors
North Carolina
$1.07M -$2.99K -60 -0.3%
KHC
1140
Koesten Hirschmann & Crabtree
Kansas
$1.07M -$19K -380 -2%
OPA
1141
Old Port Advisors
Maine
$1.07M +$1.07M +21,470 New
KCPG
1142
Kavar Capital Partners Group
Kansas
$1.07M -$26.9K -540 -2%
SIC
1143
Samalin Investment Counsel
New York
$1.07M -$764K -15,310 -42%
BHWM
1144
Bay Harbor Wealth Management
Maryland
$1.07M +$1.07M +21,295 New
AWA
1145
Archvest Wealth Advisors
California
$1.06M -$50.4K -1,010 -5%
WCWM
1146
Wooster Corthell Wealth Management
Connecticut
$1.06M -$28.7K -575 -3%
AG
1147
Appleton Group
Wisconsin
$1.06M -$8.3M -166,415 -89%
National Bank of Canada
1148
National Bank of Canada
Quebec, Canada
$1.05M +$3.19K +65 +0.3%
TFGT
1149
TS Financial Group (TSFG)
Illinois
$1.05M -$27.2K -545 -3%
CWA
1150
Continuum Wealth Advisors
New York
$1.05M – – –
44 45
46
47 48